See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,288 | $65,395-76.6% | $182,532-91.6% | $72,985-79.1% |
| Participation rate | 73.5% | 65.4%+8.0pp | 78.0%-4.5pp | 69.5%+4.0pp |
| Annual return | 24.68% | 27.68%-3.0pp | 148.54%-123.9pp | 81.00%-56.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,288 | $3,563-35.8% | $5,524-58.6% | $3,607-36.6% |
| Admin fee / account holder | $167 | $4,245-96.1% | $8,592-98.1% | $5,124-96.7% |